Contacts
Every contact record with all standard and custom fields intact.
Contact ID · Name · Company · Job Title · Email · Phone · Mobile · Full Address · ID/Status · Referred By · Record Manager · Create & Edit Dates
Act! CRM → Excel
Your Act! database,
Your Act! database,
delivered in Excel.
We extract everything from your Act! CRM into clean, structured Excel workbooks — contacts, companies, groups, subgroups, opportunities, notes, history and tasks. One sheet per record type. Every field. Nothing left behind.
8Record types
99.9%Record accuracy
Read-onlyYour Act! untouched
Every record type, in its own sheet
- Contacts
- Companies
- Groups
- Subgroups
- Opportunities
- Notes
- History
- Tasks
What we extract
All eight record types. Fully linked.
Every sheet keeps its Act! record IDs, so notes still tie back to contacts, opportunities still tie back to companies, and nothing turns into an orphan when it lands in Excel.
Companies
Company records with their contact counts and division structure.
Company ID · Company Name · Division / Parent · Main Phone · Website · Address · Industry · Linked Contacts · Record Manager
Groups
Group definitions plus a full membership list for every group.
Group ID · Group Name · Description · Member Count · Subgroup Count · Membership List · Record Manager
Subgroups
Nested subgroups with their parent, type and selection criteria.
Subgroup ID · Parent Group · Subgroup Name · Static / Dynamic · Query Criteria · Member Count · Membership List
Opportunities
Full pipeline with stages, values, probabilities and product lines.
Opportunity ID · Name · Contact · Company · Stage · Est. Close · Total Value · Weighted Value · Probability · Product / Line Items · Status · Reason
Notes
Every note, with its full text and the record it belongs to.
Note ID · Attached To · Record Type · Date & Time · Full Note Text · Attachment Name · Private Flag · Created By
History
Complete activity history — calls, meetings, emails, outcomes.
History ID · Attached To · Activity Type · Date & Time · Duration · Regarding · Details · Result · Recorded By
Tasks & Activities
Scheduled and cleared activities with priorities and outcomes.
Activity ID · Type · Regarding · Contact · Company · Start · End · All-Day Flag · Priority · Status · Scheduled By · Alarm
Your deliverable
This is what lands in your inbox
One Excel workbook. Eight sheets. Proper headers, real data types, dates that Excel recognises as dates. Click through the tabs below.
X
Meridian_Act_Export_2026-07-27.xlsx
Read-only extract · 8 sheets
—
Sheet 1 of 8 · —
Sample data shown for illustration. Your workbook contains your own records, including every custom field on your Act! layout.
How it works
Four steps, no disruption
Most extractions are delivered within two working days of getting access. Your Act! database stays live and untouched throughout.
Send an enquiry
Fill in the form with your Act! version, roughly how many contacts you have, and what you need out of it.
Read-only access
We work from a backup copy of your database or a read-only connection. Nothing is written back, nothing is changed.
Extract & reconcile
All eight record types are pulled, structured into sheets and reconciled against the counts in your Act! system.
Workbook delivered
You get the Excel file plus a reconciliation summary showing record counts per sheet, so you can verify nothing is missing.
Why Data Wizards UK
Act! specialists. That's the whole job.
We only do Act!
Every version from Act! 2008 through Act! Premium and Act! Premium Cloud. We know where the notes live, how subgroup criteria are stored, and which fields the standard export quietly drops.
Read-only, always
We never write to your live database. Extraction runs against a backup or a read-only connection, so there is no risk to the system your team is using that same afternoon.
Notes and history included
The two things most exports mangle are the ones people care about most. Full note text and complete activity history come out intact, still linked to the right records.
Reconciled, not just exported
Every workbook ships with a count per sheet checked against your Act! totals. If a number doesn't match, we find out why before you ever see the file.
FAQ
Questions we get asked
Which versions of Act! can you extract from?
All of them, in practice — from older Act! 2008–2013 databases through Act! Pro, Act! Premium and Act! Premium Cloud. Older and unsupported versions are routine for us; if you can still open it, or you have a backup, we can get the data out.
Do you need access to our live Act! database?
Not usually. A backup file is normally enough, and it's our preferred route. Where a live connection is needed, we take read-only access only. We never write to your database.
Will notes and history come out in full?
Yes — complete note text and the full activity history, each row still linked by record ID to the contact, company or opportunity it belongs to. This is the part standard exports typically truncate or flatten, and it's the part we pay the most attention to.
What about our custom fields and layouts?
All custom fields on your layout are included as columns on the relevant sheet, using your own field labels rather than the internal database names.
How large a database can you handle?
Size isn't the constraint. Very large history tables are split across multiple sheets or delivered as an additional CSV where they'd exceed Excel's row limit, and we'll tell you upfront if that applies to you.
How is our data kept secure?
Work is done under NDA. Your data is held encrypted for the duration of the job, access is limited to the engineer working on it, and everything is securely destroyed once you confirm you're happy with the workbook.
How long does it take?
Typically two working days from the point we have access. Send us an enquiry and we'll give you a firm answer for your database.
Get started
Let's get your data out.
Tell us what you're working with and we'll come back with an honest answer on whether we can help, and a fixed price if we can. Usually within one working day.
Your details are used only to answer your enquiry. See our Privacy Policy.